Indexed Financial Remote Remote Jobs in Usa

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

We are seeking a dedicated Life Actuary to join the Life Company’s Asset Liability Management Team.  This role coordinates, prepares, and performs actuarial analyses required to develop new products, project future results, reprice existing products, and/or determine financial strength.

This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week.  Relocation assistance is not available for this position.

What you'll do:

• Performs complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.

• Reviews laws and regulations to ensure all processes are compliant; and provides recommendations for improvements and monitors industry communications regarding potential changes to existing laws and regulations.

• Runs models, generates reports, and presents recommendations and detailed analysis of all model runs to Actuarial Leadership.

• May make recommendations for model adjustments and improvements, when appropriate.

• Shares knowledge with team members and serves as a resource to team on escalated issues and navigates obstacles to deliver work product.

• Leads or participates as a key resource on moderately complex projects through concept, planning, execution, and implementation phases with minimal guidance, involving cross functional actuarial areas.

• Develops exhibits and reports that help explain proposals/findings and provides information in an understandable and usable format for stakeholders.

• Identifies and provides recommended solutions to business problems independently, often presenting recommendation to leadership.

• Maintains proper price level, price structure, data availability and other requirements to achieve profitability and competitive goals.

• Identifies critical assumptions to monitor and suggest timely remedies to correct or prevent unfavorable trends.

• Tests impact of assumptions by identifying sources of gain and loss, the appropriate premiums, interest margins, reserves, and cash values for profitability and viability of new and existing products.

• Advises management on issues and serves as a primary resource for their individual team members on escalated issues.

• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelor’s degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.  (Total of 8 years of experience without bachelor’s degree)

​

•  Do you have one of the following:

• 4 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (Bachelor’s degree + 4 years of experience + FSA)

• OR 8 years relevant actuarial experience and attainment of Associate within the Society of Actuaries. (Bachelor’s Degree + 8 years of experience + ASA)

• OR 8 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (FSA)

• OR 12 years relevant actuarial or analytical experience and attainment of Associate within the Society of Actuaries (ASA)

• Experience performing complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.

• Demonstrated experience communicating complex actuarial analysis and recommendations to technical and non-technical audiences.

What sets you apart:  

• US military experience through military service or a military spouse/domestic partner

• FSA (Fellow of the Society of Actuaries) designation

• Experience using Moody’s AXIS software

• 2 or more years of experience with asset liability management or cash flow testing

• Prior Actuarial experience with Life Insurance and Annuity Products

• Fixed Indexed Annuity (FIA) Experience

Compensation range: The salary range for this position is: $127,310 - $236,250

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on .

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

We are seeking a dedicated Life Actuary to join the Life Company’s Asset Liability Management Team.  This role coordinates, prepares, and performs actuarial analyses required to develop new products, project future results, reprice existing products, and/or determine financial strength.

This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week.  Relocation assistance is not available for this position.

What you'll do:

• Performs complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.

• Reviews laws and regulations to ensure all processes are compliant; and provides recommendations for improvements and monitors industry communications regarding potential changes to existing laws and regulations.

• Runs models, generates reports, and presents recommendations and detailed analysis of all model runs to Actuarial Leadership.

• May make recommendations for model adjustments and improvements, when appropriate.

• Shares knowledge with team members and serves as a resource to team on escalated issues and navigates obstacles to deliver work product.

• Leads or participates as a key resource on moderately complex projects through concept, planning, execution, and implementation phases with minimal guidance, involving cross functional actuarial areas.

• Develops exhibits and reports that help explain proposals/findings and provides information in an understandable and usable format for stakeholders.

• Identifies and provides recommended solutions to business problems independently, often presenting recommendation to leadership.

• Maintains proper price level, price structure, data availability and other requirements to achieve profitability and competitive goals.

• Identifies critical assumptions to monitor and suggest timely remedies to correct or prevent unfavorable trends.

• Tests impact of assumptions by identifying sources of gain and loss, the appropriate premiums, interest margins, reserves, and cash values for profitability and viability of new and existing products.

• Advises management on issues and serves as a primary resource for their individual team members on escalated issues.

• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelor’s degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.  (Total of 8 years of experience without bachelor’s degree)

​

•  Do you have one of the following:

• 4 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (Bachelor’s degree + 4 years of experience + FSA)

• OR 8 years relevant actuarial experience and attainment of Associate within the Society of Actuaries. (Bachelor’s Degree + 8 years of experience + ASA)

• OR 8 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (FSA)

• OR 12 years relevant actuarial or analytical experience and attainment of Associate within the Society of Actuaries (ASA)

• Experience performing complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.

• Demonstrated experience communicating complex actuarial analysis and recommendations to technical and non-technical audiences.

What sets you apart:  

• US military experience through military service or a military spouse/domestic partner

• FSA (Fellow of the Society of Actuaries) designation

• Experience using Moody’s AXIS software

• 2 or more years of experience with asset liability management or cash flow testing

• Prior Actuarial experience with Life Insurance and Annuity Products

• Fixed Indexed Annuity (FIA) Experience

Compensation range: The salary range for this position is: $127,310 - $236,250

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on .

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Financial Analyst

About Us:

JP Ecommerce (dba Bare Home) has been named one of the top-ten, fastest growing businesses in Minnesota by Inc. 5000 for the past four years in a row. We provide customers with high-quality bedding through our brand Bare Home. As a leading textile retail company, we source premium products from key regions including China, India, Pakistan, and Turkey. Our commitment to excellence has earned us a reputation as an industry leader in sustainable and ethical textile sourcing.

Position Overview:

We are looking for a detail-oriented and analytically driven Financial Analyst to join our growing finance team at Bare Home. This role will serve as a key contributor to our financial planning and analysis (FP&A) function, supporting budgeting, forecasting, KPI reporting, and operational decision-making across the organization. The right person brings 2–5 years of hands-on finance or business analytics experience, strong data skills, and the ability to communicate financial insights clearly to leaders at all levels. If you thrive in a fast-paced, entrepreneurial environment and want your work to directly shape business outcomes — this is the role for you.

Responsibilities:

Financial Planning & Analysis

• Support the annual budgeting process and monthly/quarterly forecasting cycles with detailed variance analysis and commentary
• Develop and maintain financial models for scenario planning, cost analysis, and business case development
• Analyze revenue drivers, cost trends, and profitability by product category, sales channel, and operational unit
• Contribute to monthly financial close with variance reporting and actionable business insights

Reporting & Dashboards

• Design and maintain KPI dashboards using Power BI or Tableau for leadership decision-making
• Build and distribute monthly financial reporting packages including budget vs. actuals and trend analysis
• Translate complex financial data into clear, concise narratives for non-finance managers and executives

Operational & Cost Analysis

• Analyze labor costs, COGS, inventory metrics, and logistics performance to identify efficiency opportunities
• Support pricing and margin analysis across platforms and product lines
• Partner with Operations, Logistics, and HR on workforce cost planning and compensation benchmarking
• Assist with ad hoc financial analysis and special projects as directed by leadership

Qualifications:

Education & Experience

• Bachelor’s degree in Finance, Accounting, Business Analytics, Economics, or a related quantitative field
• 2–5 years of experience in a financial analyst, FP&A, or business analyst role

Must Have:

• Expert-level Excel: Advanced formulas, pivot tables, financial modeling, scenario analysis, and VLOOKUP/INDEX-MATCH
• BI Tools: Proficient in Power BI or Tableau for dashboard creation and data visualization
• Financial Modeling: Demonstrated ability to build and maintain models for budgeting, forecasting, and ROI analysis
• Communication: Strong written and verbal skills — able to translate data into clear insights for non-finance stakeholders
• Analytical Rigor: High attention to detail when working with large, complex datasets across multiple systems

Preferred Skills:

• SQL: Intermediate to proficient — ability to independently extract and manipulate data
• ERP/Accounting Platforms: Familiar with NetSuite, QuickBooks, SAP, or similar systems
• Payroll/HRIS: Familiar with ADP Workforce Now or comparable platform
• Industry Experience: E-commerce, retail, supply chain, warehouse operations, or consumer products preferred
• Certifications: CFA Level I in progress, AFP FP&A certification, or Power BI/Tableau credential a plus

To Be Successful in This Role:

• You are a proactive problem-solver — you don’t just report numbers, you provide insights and recommendations
• You connect financial data to operational realities and understand how decisions impact the bottom line
• You thrive in an entrepreneurial environment where priorities shift and no two days are exactly the same
• You are intellectually curious and eager to learn beyond traditional finance functions
• You hold yourself to a high standard of accuracy and follow-through

Why Go Bare?

• Competitive salary: $60,000–$80,000 based on experience
• Comprehensive benefits package including Medical, Dental, and Vision Insurance
• Short-Term Disability (STD) and Life Insurance
• Paid Family Leave and 401(k) with Company Match
• Paid Time Off and Holidays
• Opportunity to work with a dedicated team passionate about sustainable living
• Room for professional growth and advancement within a fast-scaling company
• High-visibility role with direct impact on company strategy and profitability

We are only considering candidates who:

• Currently live in Minnesota or the immediate surrounding area
• Can reliably commute to our Forest Lake/Columbus Mn location daily
• Are available for in-person interviews at our office

Join our talented and motivated team and help shape the future of Bare Home. We offer a competitive salary package, benefits, and the opportunity to make a significant impact on our company’s growth and success.

To apply, please submit your resume and a cover letter detailing your relevant experience to or

We look forward to hearing from you!

Bare Home Team

Come Visit us: Bare Home, we strive to create a culture where all people come first. We are committed to attracting and retaining a diverse workforce. Therefore, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Bare Home is an equal opportunity employer, and by doing so, we aim to sustain and promote an inclusive culture that supports future growth for all.

The Senior Financial Analyst serves as a key business partner to operational, clinical, and executive leadership in a dynamic healthcare environment. This role performs advanced financial planning, budgeting, forecasting, variance analysis, and strategic financial modeling to support decision-making, cost management, revenue optimization, and compliance in a highly regulated industry. The position requires deep understanding of healthcare economics, reimbursement methodologies (e.g., Medicare, Medicaid, commercial payers), payer contracts, and operational drivers such as patient volume, length of stay, case mix, and physician practice economics.

Key Responsibilities

• Lead the development, preparation, and monitoring of annual operating budgets, multi-year forecasts, and long-range financial plans for assigned departments, service lines, or the organization.
• Perform monthly/quarterly variance analysis on revenue, expenses, labor productivity, and key performance indicators; identify trends, root causes, and recommend corrective actions.
• Build and maintain complex financial models for scenario planning, capital projects, new service lines, acquisitions, physician compensation, payer contract negotiations, and reimbursement impact analysis.
• Analyze healthcare-specific metrics including net revenue per case, cost per discharge, contribution margins by service line/payer, denial rates, bad debt trends, and payer mix shifts.
• Partner with clinical, operational, and revenue cycle leaders to translate financial data into actionable insights; prepare executive-level presentations, dashboards, and reports.
• Support month-end close processes, including accruals, allocations, journal entries, and financial statement preparation/review.
• Evaluate contracts (e.g., managed care, vendor, physician employment) for financial impact and compliance.
• Conduct ad-hoc analyses for strategic initiatives such as value-based care programs, population health, cost reduction projects, or regulatory changes (e.g., CMS updates).
• Ensure financial reporting complies with GAAP, healthcare regulations, internal controls, and audit requirements.
• Mentor junior analysts and collaborate cross-functionally on process improvements and system enhancements (e.g., ERP, budgeting software, BI tools).

Qualifications & Requirements

Education:

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, Healthcare Administration, or a related field required.
• Master's degree (MBA, MHA, MS Finance) or professional certification (CPA, CMA, HFMA certification) strongly preferred.

Experience:

• 5–8+ years of progressive experience in financial analysis, preferably in healthcare (hospital, health system, physician group, health plan, or managed care).
• Demonstrated experience with budgeting, forecasting, variance analysis, and financial modeling in a complex, regulated environment.
• Prior exposure to healthcare reimbursement (Medicare/Medicaid DRG/APC, managed care contracting, RVUs, or value-based payments) highly desired.

Skills & Competencies:

• Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP/XLOOKUP, INDEX/MATCH, financial modeling); experience with financial systems (e.g., Hyperion, Anaplan, Workday, Oracle, Tableau/Power BI) preferred.
• Strong analytical, problem-solving, and critical-thinking skills with attention to detail and accuracy.
• Excellent communication and presentation skills; ability to distill complex financial information for non-finance stakeholders (clinical leaders, executives).
• Knowledge of healthcare industry trends, regulations, and economics.
• Ability to manage multiple priorities in a fast-paced environment.
• High level of integrity and professionalism when handling sensitive financial and operational data.

Preferred Qualifications:

• Experience in academic medical centers, transplant programs, medical groups, or payer-side finance.
• Understanding of cost accounting in healthcare settings (e.g., RVU-based costing, service-line profitability).

This role offers the opportunity to directly influence financial sustainability and quality care delivery in healthcare. Competitive salary, benefits, and potential for growth into Finance Manager or Director roles.

About the Role

Our global retail client is seeking a Senior Financial Analyst to join the Supply Chain Finance team. This role is critical in driving financial insights, supporting operational decision-making, and improving performance across the supply chain network. The ideal candidate has a strong background in FP&A to include budgeting and forecasting, with specific experience in freight, logistics, inventory, and SKU-level analysis.

If you thrive in a fast-paced environment, have exceptional analytical capabilities, and want to influence financial strategy within a high-impact business unit, this is an excellent opportunity.

Key Responsibilities

• Serve as a strategic finance partner to the Supply Chain business unit, providing financial insights and analytical support.
• Develop and maintain financial models focused on freight, logistics, transportation, and inventory performance.
• Conduct SKU-level profitability and cost-to-serve analysis to inform operational and merchandising decisions.
• Support monthly and quarterly FP&A cycles, including forecasting, budgeting, variance analysis, and reporting.
• Build dashboards and visualizations in Power BI to track supply chain KPIs
• Partner cross-functionally with Operations, Logistics, Inventory Management, and Merchandising teams to drive financial accuracy and performance improvements.
• Automate and streamline reporting using advanced Excel capabilities (e.g., Power Query, advanced formulas, macros a plus).
• Provide ad hoc financial analysis and scenario modeling to support business initiatives and continuous improvement.

Qualifications

• 3–5 years of FP&A or financial analysis experience, with experience within Supply Chain, Logistics, or Inventory functions.
• Proven expertise in freight, logistics, inventory, and SKU-level analytics.
• Advanced proficiency in Microsoft Excel (index/match, V/HLOOKUP, pivot tables, Power Query, modeling).
• Hands-on experience with Power BI for dashboarding and data visualization.
• Strong analytical, problem-solving, and financial modeling skills.
• Ability to translate complex data into actionable business recommendations.
• Exceptional communication skills and comfort working with cross-functional partners and senior leadership.
• Bachelor’s degree in Finance, Accounting, Business, Supply Chain, or related field.

ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.

This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

GENERAL DESCRIPTION
Manages structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio managers act as investment engineers - creating portfolios using optimization software to implement firm's quantitative-based strategy. The Associate Portfolio Manager must continually measure performance, manage risk and control costs.

PRIMARY RESPONSIBILITIES
- Construct optimized equity index portfolios for separate accounts
- Rebalance and transition portfolios to maximize tax-efficiency
- Construct custom benchmark data
- Monitor index changes and corporate actions
- Generate after-tax return data for both portfolios and benchmarks
- Performance attribution
- Respond to client requests for analysis
- Interact across teams including Technology, Research, Marketing, Client Service, Operations
- Participate in process improvement and technology development efforts.

JOB REQUIREMENTS
- Bachelor's (4yr) degree w/ concentration in finance, accounting, engineering or related quantitative focus
- 3+ years of professional experience in investment management or similar is required, or equivalent combination of experience, education, and certification. Internal candidates with 2.5+ years' experience with the firm will be considered.

- Significant progress towards a CFA, MBA and/or another credential relevant to investment management or finance strongly preferred

- Strong mathematical and analytical skills
- Familiarity with academic financial theory and applications
- Working knowledge of equity risk models and portfolio optimization preferred
- Analytical writing ability

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste into your browser.

Salary range for the position: $78,000 - 140,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Title: Sr SQL DBA

Location: Chicago, IL (hybrid)

Pay Rate: $125,000 - $135,000

Duration: Permanent

Interview Process: 3 Rounds

This is production support + consistence "business as usual" work, but main focus is to analyze the performance issues via the code and give developers feedback

• You need to build this index to improve your query
• Explain why he is recommending that

-Automation and IDS, PowerShell

-Azure SQL - day to day support and migration

-Azure Managed Instance

-Design tables

-Proactive monitoring of tickets

As a Database Administrator /Programmer you will be responsible for application support, analyzing the performance issues and code, deployment, migration, implementation, and administration of databases and support of all database environments and related applications on on-prem and Azure SQL Databases. You will do performance monitoring, security, troubleshooting, backups, error checks, and replication and works directly with developers to solution, triage and troubleshoot on escalating issues. You will make installs, configure, maintain and patch SQL Servers, test backup/recovery, replication, failover, and disaster recovery, deploy new database and code per change requests and provides troubleshooting and support including after-hours support.

• 8+ years of experience in SQL database administration and development/programming.

• Experience with Azure SQL and knowledge of Azure Data Lake, Databricks, Data Factory is desired.

• Strong experience with backup strategies, replication, and DR solutions for SQL, monitoring and tuning MS SQL Server databases for optimum performance and a deep knowledge of indexes, index management, statistics, performance tuning. • Strong PowerShell scripting and automation skills

• Some Python knowledge and familiarity with SQL Integration Services, Postgres and Oracle.

• Ability to analyze database code and issues to create solutions for developers.

Compensation:

$125,000 to $135,000 per year annual salary.

Exact compensation may vary based on several factors, including skills, experience, and education.

Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law.

ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.

This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

ABOUT THE TEAM

The Client Relations Group (CRG) at Parametric builds meaningful relationships with clients by closely collaborating with sales teams and internal partners to deliver exceptional client service for accounts and client activities. CRG is comprised of teams and functions including Client Service (client relationship building and service), Client Experience (special client service initiates to support the client experience), Contract Management (manage contract lifecycle and record retention), and Client Operations (new account workflow, activities, billing, and audit/oversight).

ABOUT THE ROLE

The Analyst, Senior Analyst and Associate roles are responsible for working closely with Client Relations Representatives and Senior Client Relations Representatives in order to support the maintenance of client accounts and relationships within the firm.

Primary Responsibilities

• Support the maintenance of existing client accounts.
• Assist with team projects and initiatives.
• Establish familiarity with internal systems to respond to client requests - asset values, status updates, tax efficiency, account performance, etc.
• Support the coordination of responses to client requests by liaising with internal teams, and utilizing internal resources for information, paperwork, transition analyses, etc.
• Support the termination of client accounts as requested.
• Establish working relationships with Distribution and other internal teams on existing client relationships.
• Establish working relationships with external contacts for new accounts and activity for existing clients.
• Gain proficiency and understanding of the channel guides and team policies and procedures in order to mitigate risk. Assist with coverage when team members are out and cross-train to ensure coverage.
• Support the provision/refreshing of portfolio analyses with existing clients.

Job Requirements

• 4-year degree, preferably in related discipline such as economics, finance, marketing, or hospitality; work experience in lieu of degree will be considered.
• 0-4+ years proven experience working with financial services advisors / money managers.
• Introductory experience with registered investment advisors (RIAs), the Family Office community, separate accounts, unified managed accounts (UMAs), tax-efficient products, and/or indexes a plus.
• Relationship-building skills and ability to thrive in a team environment.
• Keen interest in and understanding of investment products and financial instruments such as equities and fixed income.
• Established communication skills - both internally/externally in written/oral/auditory essential.
• Familiarity with MS Office and the ability to learn additional internal/ external software programs.
• Resourcefulness, problem solving, and organization (ability to prioritize effectively)
• Willingness to work in fast-paced environment with hourly deadlines with attention to detail.
• Flexible, willing, and able to work long hours as needed.

Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste into your browser.

Expected base pay rates for the role will be between $60,000 and $90,000 per year at

the commencement of employment. However, base pay if hired will be determined on an individualized

basis and is only part of the total compensation package, which, depending on the position, may also

include commission earnings, incentive compensation, discretionary bonuses, other short and long-term

incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

• Organizational and analytical skills, detail-oriented
• Research and documentation skills
• Data analysis and/or financial analysis skills
• Project management skills
• Ability to gather, organize and interpret data; critical problem solving
• Ability to exercise sound judgment
• Able to work within time constraints and produce a finished product according to specifications
• Strong writing, communications, and presentation skills
• Able to work effectively with a variety of people
• Be self-motivated
• Sound knowledge in MS applications (Word, Excel, PowerPoint, Access, MS Office/Office 365)
• Flexible to perform other tasks as needed

• Assist with invoice tracking and basic documentation review
• Support data entry, organization, and introductory-level data analysis
• Attend internal and external project meetings
• Assisting with preparation of meeting materials and summaries
• Supporting research and analysis related to toll bridge policy
• Participating in supervised field visits to active construction sites
• Assisting with coordination tasks across multidisciplinary teams

Preferred Skills: Interest in transportation infrastructure and public sector projects; Strong organizational and time management skills; Basic data analysis skills (Excel or similar tools preferred); Ability to interpret technical or policy documents with guidance; Strong written and verbal communication skills; Willingness to learn and engage in a collaborative team environment.

6. Bay Area Toll Authority (BATA) Position #2 - The Bay Area Toll Authority (BATA) manages the toll revenues from the Bay Area's seven state-owned bridges. Our section plays a key role in ensuring that these funds are efficiently and responsibly invested back into the region's critical bridge infrastructure. We work closely with the California Department of Transportation (Caltrans) to maintain the toll bridges in a state of good repair. This includes identifying maintenance needs, developing rehabilitation strategies, implementing risk reduction measures, and prioritizing projects that support the long-term performance, safety, and reliability of these complex structures.

The mentee will gain hands-on exposure to bridge asset management, project prioritization, risk assessment, project management, as well as experience in communicating technical information to public audiences. They will also develop stronger technical judgment by bridging the gap between theory and practice, along with a clearer understanding of how engineering decisions are made at a regional level.

The mentee will support ongoing bridge asset management activities for the Bay Area's seven state-owned toll bridges. Their work will include assisting with asset condition reviews, analyzing inspection reports, developing life cycle models, participating in field visits, and helping develop recommendations for maintenance and rehabilitation needs. The mentee will contribute to project prioritization efforts by evaluating risks, understanding cost drivers, and impacts on bridge conditions. The mentee will participate in project management tasks such as preparing meeting materials, drafting technical summaries, tracking project progress, and coordinating with Caltrans and other local agencies. The mentee will help with tasks related to various phases of projects in addition to supporting Toll Bridge policy research and analysis. Preferred Skills and Qualifications: Strong data analysis and technical skills; Currently enrolled in a university program pursuing a bachelor's degree in civil engineering with interest in bridges; Microsoft skills, especially Excel and PowerPoint.

7. Budgets and Financial Planning and Analysis (BFPA) Position #1 - The mentee will assist in accomplishing the Enterprise Resource Planning (ERP) implementation requirements for the BFPA section; support BFPA staff to format/update/complete canned and ad hoc budget or financial reports; assist in financial analysis of actual transactions for agency entities through searching in the financial system and coordinating with other staff; support the budget staff in the coding and budget inputs of agency entities for the upcoming operating and capital budget; and support with grant administration, compliance monitoring and reporting. Preferred Skills: Microsoft skills, especially Excel (important), Word and PowerPoint, and Adobe pdf; Financial and/or Data Analysis and Reconciliation; Some ERP system knowledge; General Technical Skills- Software and Hardware.

8. Budgets and Financial Planning and Analysis (BFPA) Position #2 - The Budgets and Financial Planning and Analysis (BFPA) section is at the heart of the agency's financial operations. Our team plays a critical role in developing, monitoring, and publishing the agency's operating and capital budgets, ensuring the organization runs efficiently and responsibly. We produce budget presentations and financial analysis, support grant compliance and collaborate with program staff on Overall Work Plan (OWP) development by coordinating budgets, providing financial planning and analysis, and supporting staff in aligning funds with planned work. This mentorship offers a rare opportunity to gain meaningful, hands-on experience in public sector finance from the inside. The mentee will develop a well-rounded understanding of how a major agency plans, manages, and reports on its finances, and skills that are highly transferable and in demand across both public and private sectors. Beyond technical skills, the mentee will build real professional relationships, gain exposure to large-scale financial systems, and walk away with the confidence and practical knowledge needed to launch or advance a career as a financial analyst. The mentee will assist and support with Financial Reporting, Financial Analysis, Budget Development, Contract & Encumbrance Review, Grants Administration and ERP System Implementation. Preferred Skills: Financial and/or data analysis and reconciliation; Strong Microsoft Office skills, particularly Excel, Word, PowerPoint, and Adobe Acrobat; Familiarity with ERP systems or other financial software is a plus.

9. Capital Program Delivery -The mentee will work with the Capital Program Delivery team on delivering Forward Initiative projects, with the goal of enhancing commute experience and reducing greenhouse gas emissions within the Bay Area. The Forward Initiatives are established under the framework of Plan Bay Area 2040/2050 to address the transportation needs in the SF Bay Area. The candidate will help with tasks related to various phases of capital projects from procurement and contract to design and construction. This may involve attending meetings, performing preparatory tasks, attending field visits to the construction site, etc. The ideal mentee would have a Civil Engineering background or is currently pursuing a bachelor's degree in civil engineering, possesses strong time management skills, communicates effectively with team members, and is able to document, gather, and coordinate project information. Preferred Skills: Able to communicate effectively both orally and in writing; Sound knowledge in MS applications (Word, Excel, PowerPoint, MS Office/Office 365); Ability to exercise sound judgment.

10. Clipper Program - Clipper is the Bay Area's all-in-one transit card, with discounts for youth, seniors, people with disabilities and people with low incomes. The mentee will learn about major project delivery, successful regional coordination and the components of maintaining, improving and upgrading a transit fare payment system that serves millions of people. The mentee will also learn about providing world-class customer service and outreach to maintain Clipper's high customer satisfaction ratings. The mentorship will focus on developing skills related to critical thinking, program coordination with transit operator partners, and understanding how MTC supports the region to improve mobility for its residents. The Clipper team will provide mentors for the mentee covering such topics as budgets, funding, project delivery, program management, data analysis and customer service. In addition, the mentee will have access to the entire Clipper staff who can provide subject matter expertise as well as career guidance. Preferred Skills: Data Analysis; Microsoft Word, PowerPoint and Excel; Excellent Communication skills; Ability to work and communicate with diverse audiences.

11. Data Strategy and Analytics Position #1 - The Data Strategy & Analytics (DSA) section supports agency-wide planning and operations by developing, governing, and integrating enterprise data assets that inform regional transportation, land use, and policy decision-making. A core focus of the section is ensuring that data is discoverable, well-documented, and consistently structured across programs. Within DSA, theBASIS Program is a foundational geospatial data initiative focused on integrating core land-use and infrastructure datasets, such as parcels, zoning, and buildings, using a master parcel index dataset as the organizing backbone. The mentee will support the BASIS Program by assisting with geospatial data inventory, information architecture, and data-focused website development activities. Work may include:

• Assisting with the documentation and organization of parcel-based and related geospatial datasets, including dataset purpose, structure, and relationships
• Supporting the inventory and description of datasets connected through the master parcel index, helping clarify how the hub-and-spoke model is implemented
• Helping organize and maintain metadata and reference materials that align with MTC's Data Governance Framework
• Assisting with the development of the BASIS website from a data and content perspective, including drafting dataset descriptions, explanatory text, and supporting visuals that communicate how BASIS data is structured and used
• Conducting background research and synthesis related to geospatial data standards, parcel-based data integration, and best practices in data documentation
• Attending selected project and coordination meetings to observe how geospatial data decisions are made across programs
• Preparing written summaries, diagrams, or simple visual materials that explain geospatial data relationships and architecture to non-technical audiences

This role is designed to provide meaningful exposure to geospatial data systems, data governance, and project coordination, rather than software engineering or advanced programming. Preferred Skills: Data Modeling and Information Architecture (Geospatial Focus); Policy Interpretation and/or Analytical Research; Project Management and Soft Skills (Collaboration & Communication).

12. Data Strategy and Analytics Position #2 - The Data Strategy & Analytics (DSA) section leads the agency's data strategy, analytics, and data-driven decision-making efforts. DSA is composed of data scientists, data analysts, and application developers. Our team supports MTC by maintaining core data platforms and tools, advancing agency-wide data governance, and delivering high-impact analytical projects. We work closely with departments across the agency to ensure that data resources are well-managed, accessible, and effectively used to support MTC's regional planning and policy goals.

The mentee will gain firsthand exposure to the Business Intelligence Engineer (BIE) and Data Analyst (DA) career paths, learning how these roles operate within a technical team at MTC. Through a guided data initiative, the mentee will develop practical experience working with real datasets, tools, and workflows commonly used in the field. In addition to technical growth, the mentorship will help the mentee strengthen communication, problem-solving, and collaboration skills essential for success in BIE and DA roles. The mentee will contribute to a data-driven project involving data preparation, analysis, and visualization. One potential project is supporting Vital Signs ( ), MTC/ABAG's interactive website that provides data, visualizations, and narrative insights on key Bay Area trends in land use, transportation, the environment, the economy, and equity. Depending on interests and career goals, the mentee may also work on other analytical or dashboarding projects. Through this work, they will not only gain hands-on experience developing datasets and visualizations but also build a deeper understanding of how regional datasets reflect conditions and trends in Bay Area communities. Preferred Skills: Strong interest in using data to uncover insights, identify trends, and support data-driven decision making; Basic proficiency in programming languages such as Python, R, or SQL for data cleaning, analysis, and exploration; Familiarity with data visualization and dashboarding tools (e.g., Tableau, Power BI) to communicate insights effectively.

13. Legislation and Public Affairs - The Visual Communications mentee will work on two projects: helping MTC transition from the current Digital Asset Management (DAM) photo library catalog to a new DAM and supporting the larger Communications team with tasks big and small, such as creating static and video assets for social media, researching media contacts at local and statewide news outlets, assisting at project photo shoots, and other needs as they arise. Ideal applicants will have an interest in photography and/or videography; enthusiasm for creating digital content (videos, social media posts, blog posts, etc.); demonstrated experience with Adobe Lightroom or Adobe Bridge; strong understanding of image file formats; and familiarity with metadata standards and copyright concepts. Preferred Skills: Experience with creating short-form videos for social media and digital platforms, such as TikTok, YouTube, Instagram Stories, etc.; proficiency with Adobe Photoshop, Illustrator, Premiere and After Effects.

14. Mobility Division - The Mobility Division is comprised of four sections: CART (Capital Delivery, Asset Management & Roadside Tolling), SUMO (Sustainable Mobility & Operations), RNM (Regional Network Management) and Clipper. The division has over 100 staff and is responsible for delivering mobility solutions and essential traveler services, including transit coordination, transit fare and toll payments, express lanes, bicycle and pedestrian trails, bike share, traveler information, 511 emergency response and asset management for the region's toll bridges. The mentee's responsibilities will include gathering and organizing a Salesforce contact database for all 27 Bay Area transit agencies, actively supporting the planning and execution of the Division's August Town Hall-including logistics coordination, PowerPoint development, and agenda creation-and assisting with day-to-day operational needs. In addition, the mentee will collaborate closely with the Division's three Executive Assistants on developing and implementing Asana-based projects designed to streamline and enhance operational workflows. Over the course of eight weeks, the mentee will gain comprehensive experience in providing high-level administrative support to a Deputy Executive Director and a division of more than 100 staff. Preferred Skills: Organizational and analytical skills, detail-oriented; Data management, data entry, administrative tasks; Asana (project, task management application); Able to work collaboratively and effectively in a team environment.

15. Office of the Chief Operating Officer (COO) - The Office of the Chief Operating Officer (COO) coordinates the agency's various internal operations. The portfolio includes Human Resources; the Clerk Unit; Procurement, Risk and Property Management; and Technology Services. These four areas encompass the inner workings of MTC and include the following functions: talent acquisition, employee onboarding, benefits, personnel matters, staff learning and development, management of the various commission and board meetings, procurements and contracting, purchasing, risk and regulatory, property management, business operations and IT to name a few. In this business area of the COO, these departments work synergistically to orchestrate MTC's operational needs. The mentee will provide high-level administrative, operational, and project support to the Lead Executive Assistant in service of the COO's office. The mentee will help ensure smooth coordination of schedules, communications, materials, and internal processes that keep the COO's portfolio running efficiently. Preferred Skills: Detail-oriented, organizational and analytical skills, ability to exercise sound judgement, knowledge of MS Office and its various applications.

16. Purchasing and Contracting- The mentee may assist with data migration, functionality testing, training, and other activities to ensure a smoother transition. The mentee will also assist in reviewing how artificial intelligence can be used in the procurement, purchasing, and contracting process. This could include the creation of a questions and answers feature on our SharePoint site, creating better processes, or creating better templates. Preferred Skills: Policy Interpretation and/or Analytical Research; Data Entry, Data Management; General Technical Skills-Software and Hardware; Soft Skills (i.e. organization, diligent attention to detail, prioritizing work, communication, collaboration, teamwork, etc.); Presentation Skills; and Interest or Experience in Artificial Intelligence (AI) Programs.

17. Regional Network Management - This is an exciting opportunity to support a variety of regionwide transit efforts! The mentee will contribute to each of the RNM initiatives: Transit Fare Coordination and Integration; Mapping and Wayfinding; Transit Priority Efforts; Accessibility Efforts; and Performance Measures. The mentee may conduct research; develop data analyses or visualizations; review and write memos and reports; conduct project site visits; prepare for, attend, and summarize meetings; and perform other duties, depending on their skills and interests. For example, the mentee may assist the Transit Priority Roadway Assessment project manager with tasks, including reviewing consultant deliverables and attending meetings, and may also support the Fare Programs policy analyst with tasks, including the development and maintenance of data pipelines and dashboards to monitor program performance. Preferred Skills: Data Visualization and Storytelling; Self-Motivated; Organized and Quality-Oriented.

18. Regional Planning Program - The Housing and Local Planning mentee will support preparation for Regional Housing Needs Allocation (RHNA) Cycle 7 by helping evaluate and improve the Local Jurisdiction Survey used in the prior cycle. This survey plays a key role in shaping how housing needs are allocated across the region. The work may include:

• Reviewing prior RHNA survey materials and process documentation.
• Identifying lessons learned from the previous cycle.
• Recommending ways to streamline and clarify survey questions while maintaining compliance with state law.
• Drafting a proposed outline or revised structure for the next survey.
• Developing a concise guide to help jurisdictions understand why the survey matters and how it connects to the broader RHNA process.

The mentee will work closely with staff through weekly check-ins and will present a final summary of recommendations at the end of the program. Preferred Skills: Strong writing and analytical skills; interest in housing, equity, or regional planning policy; research and organizational skills.

19. Regulatory Risk & Management - The Regulatory Risk & Management (RRM) Unit helps ensure that the Metropolitan Transportation Commission (MTC) follows state and federal rules when spending public transportation funds. Our work supports fair, inclusive, and transparent contracting practices across the nine-county Bay Area. The RRM Unit oversees important compliance programs such as Disadvantaged Business Enterprise (DBE), Small Business Enterprise (SBE), Title VI (Civil Rights), Americans with Disabilities Act (ADA), and prevailing wage requirements. We work with staff across MTC, as well as contractors, consultants, and partner agencies, to make sure transportation projects are delivered equitably and in compliance with funding requirements.

This mentorship is designed to give students and early-career participants real-world exposure to how compliance and equity programs work in a public transportation agency. The mentee will learn how laws and policies are applied in practice-not just on paper-but how compliance supports accountability in government projects. By the end of the program, the mentee will:

• Understand how compliance programs like DBE, SBE, Title VI, and ADA support transportation investments
• Learn how public agencies monitor contracts and grants funded by state and federal sources
• Gain insight into career pathways in public service, compliance, procurement, and risk management
• Build professional skills such as communication, confidence, and working in a team environment
• Receive mentorship, guidance, and regular check-ins focused on career exploration and professional growth

This experience is intended to be educational, supportive, and exploratory, with an emphasis on learning and exposure rather than prior expertise. No prior compliance or transportation experience is required-just curiosity, reliability, and a willingness to learn. With guidance from the Principal Compliance Manager, the Compliance mentee will shadow staff and assist with day-to-day compliance activities. Tasks may include:

• Supporting the monitoring of subcontractor participation on contracts
• Assisting with compliance documentation and basic reporting related to grants and contracts
• Observing how compliance reviews are conducted during post-award contract administration
• Reviewing updates and guidance from the Federal Transit Administration related to DBE, Title VI, and ADA
• Sitting in on trainings and technical assistance sessions for staff and external partners
• Helping with basic data review, organization, and analysis using spreadsheets or databases
• Assisting with other tasks as needed to support the team and enhance learning

Preferred Skills: Interest in public service, or transportation policy; Strong written and verbal communication skills; Basic analytical or technical skills, such as working with data, spreadsheets, or documents.

20. San Francisco Estuary Partnership (SFEP) Position #1 - The San Francisco Estuary Partnership is part of the National Estuary Program, a non-regulatory program of the EPA created through the Clean Water Act. We take a community-centered approach to improve water quality, increase the quantity of fresh water available, improve habitat for wildlife, and increaes the resilience of the Esturay and its surrounding communities.

The mentee will gain hands-on experience in program planning and implementation, digital communications, and event logistics and operations. The responsibilities of the mentee include, but are not limited to, the following:

• Under the leadership of the Estuary Youth Council (EYC) Program Manager, support implementation of EYC programming focused on experiential environmental education and leadership development
• Provide logistics and event support for monthly in-person and remote program events
• Maintain participation records for all youth participants, including sign-in sheets and online sign-up forms
• Follow up with youth participants after monthly in-person programs to share supplemental and enrichment program materials
• Coordinate, draft, and develop program communications materials (e-newsletter & social media) with the support of the EYC program manager and program partners
• Conduct outreach to potential guest speakers and support the EYC program manager in establishing and maintaining partnerships with program partners
• Track program activities to ensure timely progress towards completing overall program goals, specific grant deliverables, and other commitments as needed.

Preferred Skills: Familiarity with environmental justice principles; Excellent writing and editing skills; Strong attention to detail and ability to organize and prioritize multiple tasks to meet deadlines; Layout or graphic design skills suited for social media and e-newsletters (preferred); Experience working with queer youth, youth of color, and/or marginalized communities (preferred); Comfort in facilitating groups of people (preferred).

21. San Francisco Estuary Partnership Position #2- The San Francisco Estuary Partnership (SFEP) is part of the National Estuary Program, a non-regulatory program of the EPA created through the Clean Water Act. We take a community-centered approach to improve water quality, increase the quantity of fresh water available, improve habitat for wildlife, and increase the resilience of the Esturary and its surrounding communities.

The Adaptation and Resilience Technical Assistance Program provides support to local governments, community-based organizations, and Tribes. The mentee will support the creation of a charrette-style workshop focused on current governance challenges for multi-benefit coastal adaptation in the Bay Area. This effort will consist of engagement of multiple stakeholders from around the region, including agency partners, local project champions and municipalities, designers & engineers, and community representatives, with the goal of addressing the urgent need to scale-up 'nature-based solutions' for sea level rise in the Bay Area.

The responsibilities of the mentee include, but are not limited to, the following:

• Survey Development: soliciting workshop subject matter from regional entities utilizing a survey or other ranking to establish key topic areas to focus on.
• Workshop Logistics: supporting location reservation, technical support, physical setup, partner coordination, and day-of support.
• Partner & Audience Mapping: Help identify key participants (subject matter experts, local elected officials, project champions, etc) to invite to the workshop.
• Draft Agenda: Support creation of the workshop agenda, including potentially taking the lead on creating a specific session that aligns with mentee interests.
• Information Gathering: Help to prepare workshop materials for participants, including potentially drawings, data, maps, and technical briefings, etc as needed);
• Prioritization Exercises: Potentially help to create workshop exercises by working on collaborative drawing, or other interactive methods like dot-voting or matrix ranking to prioritize projects, on a case basis.
• Synthesize Outputs: Help to compile action items and outputs from the workshop, including suggested strategy, schedule and potential visuals (drawings, maps, data) into a summary report, and share this draft report with participants for feedback.

Preferred Skills: Soft skills (i.e. communication, collaboration, teamwork, etc.); Policy Interpretation and/or Analytical Research; Survey Development and/or Methodology

22. San Francisco Estuary Partnership Position #3 -

The San Francisco Estuary Partnership is part of the National Estuary Program, a non-regulatory program of the EPA created through the Clean Water Act. We take a community-centered approach to improve water quality, increase the quantity of fresh water available, improve habitat for wildlife, and increase the resilience of the Estuary and its surrounding communities.

The Communications team within the San Francisco Estuary Partnership is responsible for managing both internal and external communications; developing and implementing program specific and agency wide communication strategies; as well as developing most communication deliverables which can include social media posts, newsletters, press releases, posters and banners, internal communication resources, and more. The ideal candidate is a talented communicator enthusiastic about crafting compelling messages and images that engage and inform a broad audience. Ideal candidates also have or are willing to build experience in environmental and science communications, with an interest in sharing research through compelling visuals, language and storytelling.

The responsibilities of the mentee include, but are not limited to, the following:

• Maintain website content and databases
• Write blog posts and other content as assigned
• Update 2 photos in the photo library
• Ensure accessibility in all media via alt-text and captions
• Assist in planning, writing and managing e-newsletters
• Develop summaries of google and social media analytics
• Support the development of an internal resource center for staff
• Design event/program fliers, social media graphics, and other marketing materials
• Collaborate with staff on innovative ideas and tools for marketing and communications
• Co-lead the development of the communications campaign to promote our new Art-in-Residence pilot program

Preferred Skills: Curiosity; Soft skills (i.e. communication, collaboration, teamwork, etc.); Graphic Design skills and/or the strong ability to draft and review copy (i.e., writing and editing skills).

23. San Francisco Estuary Partnership Position #4 -

The San Francisco Estuary Partnership is part of the National Estuary Program, a non-regulatory program of the EPA created through the Clean Water Act. We take a community-centered approach to improve water quality, increase the quantity of fresh water available, improve habitat for wildlife, and increase the resilience of the Estuary and its surrounding communities.

The mentee will support work on the Restoring Wildcat Creek: Community-Led Watershed Health Update and Priority Project Implementation project, which intends to create a watershed-scale restoration action plan and implement critically needed restoration in the lower part of the watershed. The project will create design plans to address the gaps in the Wildcat Creek Trail that prevent underserved communities from accessing the shoreline and the planned improvements there. This project will align riparian management efforts throughout the watershed by identifying and prioritizing restoration projects informed by data collection and analysis. The mentee will take away an understanding of watershed-scale restoration and management strategies, complex project partner relationship dynamics, community-led trail design and implementation project prioritization, and general knowledge of SFEP's extensive restoration project suite throughout the region.

The responsibilities of the mentee include, but are not limited to, the following:

• Assist in the review and assessment of consultant's deliverables for Re-WRAP (the Revised Wildcat Restoration Action Plan), helping to identify key insights that emerge and any gaps / feedback that should go back to the consultant
• Serve as a liaison for the consultant's identification of data gaps, ensuring proposed studies meet broader objectives and that responsibilities are clearly communicated to and properly distributed among consultant and other partners
• Support community-based organization partners in carrying out public listening and learning sessions toward developing trail alignments along Wildcat Creek
• Provide support for overall project management for Re-WRAP and other tasks
• Research and report on operations and collaboration opportunities with identified external partners

Preferred Skills: Soft skills (i.e. communication, collaboration, teamwork, etc.); Project Management; Data Entry, Data Management, Administrative Tasks

24. Sustainable Mobility and Operations (SUMO) - The 511 Traveler Information mentee will gain first-hand exposure to real-time transportation operations and multi-agency coordination and learn:

• How regional traveler information systems function behind the scenes
• How agencies verify and disseminate time-sensitive information
• The importance of accuracy, clarity, and consistency in public-facing communications
• How operational decision-making impacts millions of daily travelers

The mentee will receive coaching on professional communication, stakeholder coordination, and public sector career pathways related to transportation operations, Intelligent Transportation Systems (ITS), and regional mobility management. Preferred Skills: Strong Written & Verbal Communication Skills; Organizational & Project Management Skills; Analytical Thinking & Attention to Detail.

25. Technology Services - The Major Projects mentee will support active capital projects by participating in project meetings, assisting with documentation, reviewing consultant deliverables, and helping prepare materials such as project meeting minutes, status updates. The mentee may also assist with field verification, data tracking, and research related to permitting, code requirements, and building systems documentation. Additional assignments may include organizing project files, coordinating small scopes with vendors, and supporting process improvements initiatives within the team. Throughout the mentorship program, the mentee will gain hands on experience navigating project management within a public agency environment. Preferred Skills: Strong written and verbal communication skills; Interest in project management or construction management; Ability to analyze and organize technical information; Familiarity with basic software skills (MS products like Excel, Slack, SharePoint); Interest in architecture, engineering, or technology will be helpful; Curiosity, accountability, and willingness to learn.

CB&A Project Management is seeking an experienced Metrics Analyst to join our project controls team. In this role, you will be responsible for collecting, analyzing, and reporting on key project performance data across our portfolio of construction and industrial projects. You will transform raw project data into actionable insights that drive decision-making for internal leadership and external clients.

The ideal candidate brings a strong analytical mindset, a deep understanding of construction project metrics, and the ability to communicate complex data clearly through dashboards and reports.

Key Responsibilities

Project Cost & Budget Analysis

• Track and analyze project budgets, cost variances, and financial forecasts across active projects.
• Develop and maintain cost performance reports including cost-to-complete and estimate-at-completion analyses.
• Identify cost trends and anomalies and escalate budget risks to project managers and leadership.
• Support the preparation of monthly project financial summaries for client and internal review.

Schedule Performance Metrics

• Calculate and report on Earned Value Management (EVM) metrics including Schedule Performance Index (SPI), Cost Performance Index (CPI), and Estimate at Completion (EAC).
• Monitor schedule health across the project portfolio and flag at-risk milestones.
• Collaborate with project schedulers to validate schedule data integrity and baseline adherence.
• Produce variance analysis reports with root cause identification and corrective action recommendations.

Field Productivity & Labor Metrics

• Analyze field labor productivity data including crew output rates, installed quantities, and earned hours versus actual hours.
• Develop benchmarking data to compare actual productivity against project estimates and industry standards.
• Support sitework and civil operations teams with data-driven insights to improve field performance.
• Track workforce utilization rates and overtime trends to inform resource planning.

Client Reporting & Dashboards

• Design, build, and maintain interactive dashboards and visual reports for internal and client-facing use.
• Standardize reporting templates and KPI definitions across the CB&A project portfolio.
• Present metrics findings and trends to project teams, senior leadership, and client stakeholders.
• Continuously improve reporting processes and tools to increase data accuracy and timeliness.

• Manage Case Flow: Adjudicate misdemeanor criminal traffic and city code violations. Preside over initial appearances, arraignments, pre-trial conferences, other hearings, jury and non-jury trials and sentencings. Research, explain and apply laws, rules, and regulations. Administer court policies, procedures, and practices. Apply relevant South Carolina Court Rules, state statutes, city ordinances, etc. when presiding over trials to the Court, trials to the jury, pre-trial conferences, arraignments, etc. Impose sentences commensurate to the offense and within the parameters allowed by law. Review requests for continuances; grant or deny requests. Ensure Court records policies and practices include record preparation, retention, public access, and privacy protections. Respond verbally or in writing to complaints and inquiries from the public, the City Council, the City Manager's Office and other City departments. Set the annual terms of court for Municipal Court. Ensure the Court meets the goals and objectives set by the South Carolina Judicial Department in case flow management.

• Manage Department Resources, Budget, & Finances: Develop and monitor annual Municipal Court budget, making budgetary recommendations to the City Manager, assuring that appropriate linkages exist between budget goals, funding limitations, and service levels adopted to meet specific departmental/organizational goals. Review and approve all departmental expenditures. Conduct monthly monitoring of budget expenditures against budget allocation. Direct the development, implementation and monitoring of fiscal policies, internal controls, and procedures. Review financial information to ensure accuracy, financial integrity, and compliance with statutory and regulatory requirements. Oversee the collection and processing of all cash receipts and disbursements and reconciliation of accounts. Approve spending and recommendations/initiated corrective actions to ensure fiscal compliance. Review indicators of court achievements to demonstrate the Court's fiscal performance and financial accountability and present to City Council on regular basis. Coordinate with the Court's management team to adjust Court programs to achieve fiscal and programmatic accountability. Oversee annual audit for payroll.

• Direct and Manage Strategic Plan: Develop and implement Municipal Court's strategic plan, goals, and objectives, including tracking of and reporting on performance metrics. Ensure the Court has a clear, mission, vision, and shared values. Review and approve the Court's long/short-term goals, established priorities and securing of resources as documented in its strategic plan. Demonstrate and initiate continuous effort to improve Court and Judicial Services operations, decrease turn-around times, streamline work processes and work cooperatively and jointly to ensure quality, seamless customer service.

• Direct Court Communications: Explain overall policies and procedures relating to criminal, traffic, and jury service matters to the public and attorneys. Confer with City Manager and City Council on consistent basis on court achievements, challenges, and opportunities. Coordinate consistent communications with top-level management, judges, City departments, and non-city governmental agencies. Present public presentations and training on court issues; attend and participate in professional group meetings, etc. Oversee use of the Internet and interactive computer programs to communicate with the public. Ensure the assessment of overall Court community communication needs is conducted; approve initiatives determined to meet those needs.

• Provide Overall Direction and Leadership to Court Personnel: Manage and monitor the work performance of the department through subordinate supervisors, including evaluating program/work objectives and effectiveness, establishing broad organizational goals and realigning work and staffing assignments for the department. Plan, communicate and provide a strategic vision and direction for the department and provide the leadership to meet the City's current and long-range needs as established by City Council and the City Manager. Ensure that City and Municipal Court policies as well as applicable law and ordinances are consistently enforced. Provide policy guidance and interpretation to staff. Set priorities, delegate work assignments, projects, and programs, monitor workflow, and review and evaluate work products, methods, and procedures. Coordinate with Human Resources on various personnel matters. Oversee and direct recruitment and selection of Court personnel. Provide for staff training and professional development and lead and support succession planning. Oversee, direct, and implement consistent discipline procedures. Manage the Court's annual performance evaluations and preparation and submission of merit increase spreadsheets.

• A Juris Doctorate Degree from an accredited law school is required.

• Must be an attorney in good standing with the South Carolina Bar.
• Over 5 years of experience as a judge and/or criminal trial attorney, including substantial jury trial experience.

• Must have proven leadership and management experience, demonstrating the capability to concurrently manage legal and administrative responsibilities, including personnel, operational and budgetary management, within an organizational context (e.g., law practice, office, corporation).

• A record of successful interaction with the public, law enforcement, attorneys and professionals engaged in supporting adherence to established laws such as those in the Municipal Code.
• Position requires full-time residence in the City of Greenville.

• Valid South Carolina Class D Driver's License.

• Pertinent Federal, State, and local laws, codes, regulations, and court decisions relating to Municipal Court jurisdictions.

• Judicial procedure and rules of evidence as well as the organization, duties, powers, limitations, and authority of the Municipal Court.

• Operations, services and activities of basic court procedures and judicial ethics.

• Methods of efficient juror utilization and case management techniques.

• Basic principles and procedures of record keeping.

• Methods and techniques of report preparation.

• Operations, services, and activities of the City.

• Principles and practices of budget development, administration, and accountability including funding sources impacting program and service development.

• Management principles and practices necessary to plan, analyze, develop, direct, and evaluate programs, administrative policies, and organizational structures.
• Principles and practices of management and supervision.

• Uphold the integrity of the Court.

• Provide strong administrative and leadership skills in the management of the Court's personnel and operations.
• Analyze evidence presented in Court, apply existing laws impartially, and render prompt and equitable verdicts.

• Interpret and apply Federal, State, and local policies, laws, and regulations.

• Interpret, explain, and enforce Court and city policies and procedures.

• Develop and administer an efficient records management system.

• Comply with all posting and publication guidelines.

• Analyze evidence, apply existing laws impartially and render prompt, equitable verdicts.

• Demonstrate a sense of fairness and exhibit respect towards all persons including but not limited to argumentative and often hostile persons in Court.

• Apply the highest level of creative thinking, complex analysis, and reasoning to originate and develop innovative program or production concepts, techniques or procedures which can have a major impact on the nature and quality of programming or operations.

• Competently address situations that are often unique where precedents and/or prescribed solutions do not exist.

• Demonstrate proficiency in managing complex dockets and using case management software.
• Exercise participative management skills that support team efforts and quality processes.

• Maintain effective work relationships with Mayor, City Council, City Manager, City Attorney, department heads, representatives of other government or private organizations and members of law enforcement, public, bar, courts, Court administration and the public.

• At an advanced level, read, analyze, and interpret general business periodicals, professional journals, technical journals and procedures, financial reports, legal documents, and governmental regulations as well as literature, books, reviews, reports, and abstracts.

• At an advanced level, write policies, contacts, speeches, formal presentations, and/or technical and legal documents and correspondence.

• Use telephone, fax machine, calculator, copier, personal computer, printer, scanner, Microsoft Word, Excel, PowerPoint, Outlook and Teams; Adobe Reader; Naviline application; Greenville County Clerk's Index, Detention Center, etc.); SC Case Management System, NEOGOV, and Internet.

Job Summary

The Director of Revenue Management directs all UCSF Health revenue integrity strategy and initiatives across hospital and professional billing environments. The Director oversees the Revenue Integrity (RI) team and has enterprise responsibility for Charge Description Master (CDM) governance, pricing, accurate and compliant charge capture, documentation alignment, revenue monitoring, and proactive identification and mitigation of denial risk.

Responsibilities include the structure and maintenance of the CDM and professional fee schedules; development, implementation, and oversight of policies and processes related to compliant charging and coding practices; pricing strategy, analysis, and modeling; and proactive monitoring of gross revenue performance and revenue risk.

The Director collaborates extensively with clinical departments, Health Information Management, Patient Financial Services, Compliance, Internal Audit, Health Plan Strategy, Finance, and Information Technology teams to ensure revenue integrity requirements are embedded into operational and technical workflows. This includes partnership with IT and Epic application teams to optimize system design, automation, testing, and validation of charge capture and billing workflows to ensure accuracy, efficiency, and safeguarding of revenue.

The Director interacts with executives, other directors, internal and external auditors, compliance leadership, operational leaders, physicians and their staff, and UC system counterparts. External contacts include state and federal agencies, regulatory bodies, vendors, and external auditors.

The Director contributes to short- and long-range planning for revenue cycle strategies, processes, tools, and systems; establishes departmental goals, budgets, and staffing plans; and develops policies that affect revenue integrity and revenue cycle functions across UCSF Health. Errors in judgment or failure to achieve objectives may result in significant financial loss, compliance risk, or operational disruption.

The final salary and offer components are subject to additional approvals based on UC policy.

Your placement within the salary range is dependent on a number of factors including your work experience and internal equity within this position classification at UCSF. For positions that are represented by a labor union, placement within the salary range will be guided by the rules in the collective bargaining agreement.

The salary range for this position is $144,200 - $350,000 (Annual Rate).

To learn more about the benefits of working at UCSF, including total compensation, please visit: Description

The Revenue Management Department provides enterprise governance, strategic oversight, and operational leadership for revenue integrity across UCSF Health, encompassing both hospital and professional billing environments. The department is responsible for ensuring compliant, accurate, and defensible revenue practices through oversight of charge capture, documentation alignment, coding integration, pricing governance, and Charge Description Master (CDM) and professional fee schedule management.

The department partners closely with clinical leadership, Finance, Compliance, Health Information Management, Patient Financial Services, and Information Technology to embed revenue integrity requirements into operational and technical workflows. This includes supporting system design, automation, analytics, and controls to safeguard revenue, reduce variability, mitigate compliance risk, and support transparent and sustainable reimbursement practices. The Revenue Management Department serves as a strategic liaison between operational and technical teams and plays a critical role in enterprise revenue performance, regulatory readiness, and system-wide initiatives.

Required Qualifications

• Bachelor’s degree in relevant field such as, Business, Management, or Health Administration; or equivalent experience
• Ten (10) years of experience in hospital and professional revenue cycle leadership, charge description master maintenance, clinical charge capture, coding, government/third-party reimbursement, or similar healthcare experience
• Possession of 1 or more of the following certifications:
• CPAM – Certified Professional in Ambulatory Management (MGMA)
• CHRI – Certified Healthcare Revenue Integrity (AAPC)
• CHC – Certified in Healthcare Compliance (HCCA)
• CPC – Certified Professional Coder (AAPC)
• CCS – Certified Coding Specialist (AHIMA)
• Experience in managing and/or developing charge description master, fee schedules, and charge capture processes, policies, and/or procedures
• Practical experience using hospital information systems, Epic preferred, and computer proficiency with PC applications (e.g. Microsoft Office)
• Practical experience and knowledge of Current Procedural Terminology (CPT), Healthcare Common Procedure Coding System (HCPCS), and Revenue codes
• In-depth knowledge of overall revenue cycle processes, specifically revenue integrity, including industry trends
• Demonstrated leadership experience in a healthcare setting, preferable within a medical facility or health system
• Knowledge of applicable laws, regulations, requirements, standards and practices pertaining to patient confidentiality and information management
• Demonstrated analytical and decision-making skills
• Demonstrated professional interpersonal and communication skills
• Excellent organizational, time management, and project management skills; ability to manage multiple, competing priorities
• Detail-oriented, good organizational skills, and ability to be self-directed
• Ability to present to and interact with all levels of hospital management and physician leaders
• Ability to plan, document, direct, monitor and coordinate workflows

Preferred Qualifications

• Master’s degree in related health care or business area and/or equivalent experience/training

About UCSF

At UCSF Health, our mission of innovative patient care, advanced technology and pioneering research is redefining what’s possible for the patients we serve – a promise we share with the professionals who make up our team.

Consistently ranked among the top 10 hospitals nationwide by U.S. News & World Report – UCSF Health is committed to providing the most rewarding work experience while delivering the best care available anywhere. In an environment that allows for continuous learning and opportunities for professional growth, UCSF Health offers the ideal atmosphere in which to best use your skills and talents.

Pride Values

UCSF is a diverse community made of people with many skills and talents. We seek candidates whose work experience or community service has prepared them to contribute to our commitment to professionalism, respect, integrity, diversity and excellence – also known as our PRIDE values.

In addition to our PRIDE values, UCSF is committed to equity – both in how we deliver care as well as our workforce. We are committed to building a broadly diverse community, nurturing a culture that is welcoming and supportive, and engaging diverse ideas for the provision of culturally competent education, discovery, and patient care. Additional information about UCSF is available at

Join us to find a rewarding career contributing to improving healthcare worldwide.

Equal Employment Opportunity

The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.

Organization

Health

Job Code and Payroll Title

006580 REVENUE CYCLE HC MGR 2

Job Category

Accounting / Finance, Financial, Professional and Managerial, Supervisory / Management

Bargaining Unit

99 - Policy-Covered (No Bargaining Unit)

Employee Class

Career

Percentage

%

Location

Emeryville, CA

Campus

Emeryville

Work Style

Flexible

Shift

Days

Shift Length

8 Hours

Additional Shift Details

Monday - Friday, 8 a.m. - 5 p.m.

Position Title: Applied AI Systems Engineer

Location: Orange County, California (Hybrid)

Reports To: Head of Operations

Position Summary

This role is responsible for architecting, building, and deploying a production-grade AI operating system that automates core workflows across leasing, property management, accounting, construction coordination, and asset management.

The engineer will design and implement AI agents, document intelligence systems, and workflow automation pipelines that reduce manual processing, improve accuracy, and increase operational scalability across a commercial real estate portfolio.

This position requires strong systems thinking, rigorous technical execution, and the ability to translate complex operational processes into reliable automation.

Core Objectives

• Build an internal AI platform that automates high-volume operational workflows
• Reduce manual processing time and administrative overhead
• Improve accuracy, speed, and decision visibility across departments
• Establish scalable systems that support portfolio growth without proportional staffing increases

Primary Responsibilities

• AI Platform Architecture & Development
• Design and deploy AI agents to automate operational and administrative workflows
• Build LLM-powered systems for document review, data extraction, and decision support
• Develop retrieval-based systems leveraging leases, financial data, contracts, and SOPs
• Implement evaluation, monitoring, and continuous improvement frameworks

Lease & Document Intelligence Automation

• Build tools to extract key lease terms, obligations, and risk clauses
• Automates lease abstraction and document comparison workflows
• Develop compliance and deadline tracking systems
• Enable searchable knowledge retrieval across lease and legal documents

Leasing & Asset Management Automation

• Automate LOI comparison and deal workflow summaries
• Build dashboards summarizing tenant performance, lease milestones, and risk exposure
• Support market intelligence and tenant prospecting research
• Develop underwriting support and reporting tools

Property Management & Financial Workflow Automation

• Automate CAM reconciliation data processing and variance detection
• Streamline tenant reporting and communication workflows
• Track vendor contracts, compliance deadlines, and service obligations
• Extract and structure financial data from operational documents

Data Infrastructure & Knowledge Systems

• Structure internal documents and data for AI retrieval and automation
• Build document ingestion, indexing, and retrieval pipelines
• Implement vector search and knowledge retrieval systems
• Maintain data integrity, access control, and auditability

Systems Integration & Deployment

• Integrate AI tools with property management, accounting, CRM, and document platforms
• Deploy systems within secure cloud environments
• Implement logging, monitoring, performance, and cost controls
• Ensure reliability and scalability of deployed systems

Collaboration & Implementation

• Translate operational workflows into technical automation solutions
• Work directly with leadership to prioritize automation opportunities
• Train teams and implement adoption workflows
• Establish standards for responsible and secure AI usage

Required Qualifications

• Bachelor’s or advanced degree in Computer Science, Engineering, Mathematics, Statistics, or related quantitative discipline
• Demonstrated success in a rigorous academic or research environment
• 3–7+ years building production software, automation systems, or applied AI solutions
• Strong Python development and API integration experience
• Experience working with structured and unstructured data
• Experience deploying systems in cloud environments
• Strong understanding of system architecture and data pipelines
• Exceptional analytical and problem-solving ability

Preferred Qualifications

• Experience building document intelligence or contract analysis systems
• Experience with retrieval systems and vector databases
• Experience automating financial or operational workflows
• Experience integrating AI into business operations environments
• Experience in real estate, finance, logistics, or operations-heavy industries
• Evidence of research, technical publications, competitive programming, or open-source contributions

Technical Environment (Representative)

• Python and API-based architectures
• LLM platforms and agent orchestration frameworks
• Cloud infrastructure (AWS, Azure, or GCP)
• SQL and vector databases
• Workflow orchestration and automation tools
• Version control, logging, and monitoring systems

Success Metrics

• Performance in this role will be evaluated by:
• Reduction in manual administrative workload
• Automation coverage across operational workflows
• Accuracy and reliability of AI-driven outputs
• Adoption and usage across departments
• Operational efficiency gains and cost reductions

Work Environment

• Hybrid work model with in-person collaboration in Orange County
• Direct collaboration with executive leadership and operational teams
• High autonomy in system architecture and implementation decisions

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

We are seeking a dedicated Life Actuary to join the Life Company’s Asset Liability Management Team.  This role coordinates, prepares, and performs actuarial analyses required to develop new products, project future results, reprice existing products, and/or determine financial strength.

This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week.  Relocation assistance is not available for this position.

What you'll do:

• Performs complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.

• Reviews laws and regulations to ensure all processes are compliant; and provides recommendations for improvements and monitors industry communications regarding potential changes to existing laws and regulations.

• Runs models, generates reports, and presents recommendations and detailed analysis of all model runs to Actuarial Leadership.

• May make recommendations for model adjustments and improvements, when appropriate.

• Shares knowledge with team members and serves as a resource to team on escalated issues and navigates obstacles to deliver work product.

• Leads or participates as a key resource on moderately complex projects through concept, planning, execution, and implementation phases with minimal guidance, involving cross functional actuarial areas.

• Develops exhibits and reports that help explain proposals/findings and provides information in an understandable and usable format for stakeholders.

• Identifies and provides recommended solutions to business problems independently, often presenting recommendation to leadership.

• Maintains proper price level, price structure, data availability and other requirements to achieve profitability and competitive goals.

• Identifies critical assumptions to monitor and suggest timely remedies to correct or prevent unfavorable trends.

• Tests impact of assumptions by identifying sources of gain and loss, the appropriate premiums, interest margins, reserves, and cash values for profitability and viability of new and existing products.

• Advises management on issues and serves as a primary resource for their individual team members on escalated issues.

• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelor’s degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.  (Total of 8 years of experience without bachelor’s degree)

​

•  Do you have one of the following:

• 4 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (Bachelor’s degree + 4 years of experience + FSA)

• OR 8 years relevant actuarial experience and attainment of Associate within the Society of Actuaries. (Bachelor’s Degree + 8 years of experience + ASA)

• OR 8 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (FSA)

• OR 12 years relevant actuarial or analytical experience and attainment of Associate within the Society of Actuaries (ASA)

• Experience performing complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.

• Demonstrated experience communicating complex actuarial analysis and recommendations to technical and non-technical audiences.

What sets you apart:  

• US military experience through military service or a military spouse/domestic partner

• FSA (Fellow of the Society of Actuaries) designation

• Experience using Moody’s AXIS software

• 2 or more years of experience with asset liability management or cash flow testing

• Prior Actuarial experience with Life Insurance and Annuity Products

• Fixed Indexed Annuity (FIA) Experience

Compensation range: The salary range for this position is: $127,310 - $236,250

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on .

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

We are seeking a dedicated Life Actuary to join the Life Company’s Asset Liability Management Team.  This role coordinates, prepares, and performs actuarial analyses required to develop new products, project future results, reprice existing products, and/or determine financial strength.

This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week.  Relocation assistance is not available for this position.

What you'll do:

• Performs complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.

• Reviews laws and regulations to ensure all processes are compliant; and provides recommendations for improvements and monitors industry communications regarding potential changes to existing laws and regulations.

• Runs models, generates reports, and presents recommendations and detailed analysis of all model runs to Actuarial Leadership.

• May make recommendations for model adjustments and improvements, when appropriate.

• Shares knowledge with team members and serves as a resource to team on escalated issues and navigates obstacles to deliver work product.

• Leads or participates as a key resource on moderately complex projects through concept, planning, execution, and implementation phases with minimal guidance, involving cross functional actuarial areas.

• Develops exhibits and reports that help explain proposals/findings and provides information in an understandable and usable format for stakeholders.

• Identifies and provides recommended solutions to business problems independently, often presenting recommendation to leadership.

• Maintains proper price level, price structure, data availability and other requirements to achieve profitability and competitive goals.

• Identifies critical assumptions to monitor and suggest timely remedies to correct or prevent unfavorable trends.

• Tests impact of assumptions by identifying sources of gain and loss, the appropriate premiums, interest margins, reserves, and cash values for profitability and viability of new and existing products.

• Advises management on issues and serves as a primary resource for their individual team members on escalated issues.

• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelor’s degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.  (Total of 8 years of experience without bachelor’s degree)

​

•  Do you have one of the following:

• 4 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (Bachelor’s degree + 4 years of experience + FSA)

• OR 8 years relevant actuarial experience and attainment of Associate within the Society of Actuaries. (Bachelor’s Degree + 8 years of experience + ASA)

• OR 8 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (FSA)

• OR 12 years relevant actuarial or analytical experience and attainment of Associate within the Society of Actuaries (ASA)

• Experience performing complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.

• Demonstrated experience communicating complex actuarial analysis and recommendations to technical and non-technical audiences.

What sets you apart:  

• US military experience through military service or a military spouse/domestic partner

• FSA (Fellow of the Society of Actuaries) designation

• Experience using Moody’s AXIS software

• 2 or more years of experience with asset liability management or cash flow testing

• Prior Actuarial experience with Life Insurance and Annuity Products

• Fixed Indexed Annuity (FIA) Experience

Compensation range: The salary range for this position is: $127,310 - $236,250

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on .

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.